beneficiary

Decisions, decisions

Unsurprisingly, retirement is considered to be one of life’s top ten most stressful events, least of all because the magnitude of the decisions that need to be made when entering this stage of life can overwhelming. Although the retirement funding… Read More ›

A day in the life

Over the past two decades, the professional standards of the South African financial planning industry have continued to rise through the efforts of a number of niche fee-based practices. Together with the Financial Planning Institute of Southern African (FPI), a… Read More ›

Unpack and re-stack

Like an annual dental check-up or a long overdue vehicle service, taking stock of one’s financial position is an activity which is at best tedious, and at worst depressingly alarming. Tedious because, no doubt, sorting through benefit statements, policy documents… Read More ›